Financial Planner

3 days ago


Chennai Tamil Nadu, India Multisolution Business services Full time

Designation - Executive - Financial Planning

Education - UG / PG Degree (With Financial Background) OR B.COM

Job Description
- Analyzing Client Requirements.

Collecting required Financial Data.

Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).

Feasibility Analysis to achieve dream.

Preparation of Financial Reports.

Portfolio Review of Client at Regular Intervals.

Monday to Saturday Working

Working time : 10AM - 6:30PM

Pay: ₹10,000.00 - ₹16,000.00 per month

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


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